See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,330 | $49,177+22.7% | $79,464-24.1% | $64,186-6.0% |
| Participation rate | 77.8% | 65.0%+12.7pp | 73.3%+4.4pp | 69.6%+8.2pp |
| Annual return | -9.08% | -1.16%-7.9pp | 718.14%-727.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,492 | $2,076-28.1% | $2,800-46.7% | $2,381-37.3% |
| Participant deferral / active EE | $3,642 | $2,821+29.1% | $3,704-1.7% | $3,470+5.0% |
| Admin fee / account holder | $1,403 | $3,839-63.5% | $5,113-72.6% | $4,888-71.3% |